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WisdomTree Total Dividend Fund shares owned by Avant Capital

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Avant Capital from 13F filings

Historical chart of Avant Capital investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Avant Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Avant Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.8M 29k 60.17
2023-06-30 $1.8M 29k 62.09
2023-03-31 $1.6M 27k 60.59
2022-12-31 $1.4M 23k 60.65
2022-09-30 $1.3M 24k 54.24
2022-06-30 $1.4M 23k 57.91
2022-03-31 $1.5M 23k 64.57
2021-12-31 $1.5M 24k 64.73

More positions owned by Avant Capital

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Val Etf (MGV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Avant Capital

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
626 Financial
Pinnacle Financial Group, LLC / IL
Connecticut Wealth Management
HighTower Advisors
Raymond James Financial Services Advisors
Ameriprise Financial
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
UBS Group

View all funds holding WisdomTree Total Dividend Fund